Wellesly wealth advisory

Brand guidelines and printed collateral for wealth management experts


The Marketing Manager of Wellesley WA approached us with the opportunity to enhance the company’s brand; to develop informative guidelines that can be followed through for presentation online, as well as in print. We were asked to bring their image style up to date through the inclusion of new photos of the team and building and to ensure that the presentation of the company brand is consistent across all customer touch points including their website, social media and offline through stationery and literature.

Project Scope

The Solution

Working closely with the Marketing Manager, we created brand guidelines that confirm the usage of logos, colours, fonts and imagery, along with Stationery and Newsletter templates for the team to use. We directed a photoshoot of the team and then designed and managed the print of Folders, Brochures and Stationery.

"We have put a variety of projects with Preview and each time their creative input and practical advice has been extremely valuable in building effective communications that deliver a good return on our investment"
Felicity Plowman, Marketing Manager, The Financial Management Centre

Like what you see?

If you would like to know more about the services we can provide, or would like to arrange to meet over a coffee or via online video chat please get in touch.

01273 834434


56 Victoria Road,
Burgess Hill,
West Sussex,
RH15 9LR